Sitemap - 2025 - Tech Investments
The Nvidia-Synopsys Loop & Marvell’s Optical Bet
The Bull Case for Chinese Equities, AI Outlook, GPUs vs ASICs
AMD's Outlook, CoreWeave's Accounting, and Our Buy List
The Cloud Explosion & Stock Picks in the AI Value Chain
History & Outlook of the Memory Industry, Nvidia's Outlook, and Winners We're Selling
ASML vs TSMC – Deep Dive Post Q3
ASML's Rally & More Silicon Stock Picks
Tech Stocks – Investment Ideas & Trades 6-Sep-25
Tech Stocks – Nvidia & a Hypergrowth Semi Name
Tech Stocks – Investment Ideas & Trades 24-Aug-2025
Tech Stocks – Investment Ideas & Trades
Tech Stocks—TTD, AMD, OS & a Niche AI Data Center Semi Play
An Under-the-Radar Leader in the Biotech Value Chain
Semis & AI - ASML, SK Hynix, SemiCap & Much More
Semis on Fire - A New Niche Semi Winner From AI
Picks & Shovels for Biotech: Outlook
A Niche Winner in the AI Data Center
Semis - Nvidia, AMD, Marvell, BESI, KLA, Entegris, Arm, Intel, Navitas, Microchip & TI
Snowflake, Databricks, and the Cloud Data Market
Developments in AI Silicon & LLMs
Outlook in Hyperscaling & AI Apps
Outlook in Leading Edge Semis - ASML's EUV Downturn, TSMC's Roadmap, and One Long Term Winner
Chiplets, ASIC accelerators, and One Leading Edge Small Cap Play
Outlook in AI & Nvidia's Strategy
Inside the AdTech Industry: The Trade Desk's Problems & Outlook
Manhattan Associates' Problems & One Winner
A Primer on the Deposition Market, and a Deep Dive on the High-Growth ALD Market
How Meta Turned AI into a Profit Machine, and the Three Big Clouds vs the Neo-AI-Clouds
The Winners from DeepSeek, Nvidia, and The Outlook in AI
Picks & Shovels for the Biotech Industry, and One Under-the-Radar Opportunity